Overwhelmed by options?
Answer a few questions to see advisors matched to you.
466 advisors near
63366
within the area shown on the map
Out of 400,000+ nationwide
Brent S
Series 66
St Charles, MO
Thrivent Investment Management
Brent Stewart is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and managed-account programs, with a focus on planning services separate from portfolio management.
Ryan A
Series 63, Series 66
St. Charles, MO
Fidelity
Ryan Abate is a financial advisor with Fidelity Investments based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Fidelity, Wells Fargo, Charles Schwab, and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.
Amanda S
Series 63, Series 65
Lake St. Louis, MO
LPL Financial
Amanda Smith is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2017. Prior to and concurrently, she has also been involved with Vantage Credit Union, supporting IRA and deferred compensation administration. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.
Trisha H
Series 66, Series 63
O Fallon, MO
Edward Jones
Trisha Humphries is a financial advisor with Edward Jones in O'Fallon, MO, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
April S
Series 66
St Peters, MO
Edward Jones
April Sterne is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. She has been with Edward Jones since 2009, including firm tenure under a previous name. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Benjamin W
CFP®, Series 63
New Melle, MO
Edward Jones
Benjamin Waggoner is a CFP® professional with 25 years of industry experience. He has been with Edward Jones since 2007, serving clients from New Melle, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment solutions including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Scott K
Series 66
Wentzville, MO
LPL Financial
Scott Kearns is a Series 66 licensed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at United Planners' Financial Services of America and Investacorp, Inc. Outside of his advisory work, he is an associate at Tribute Tax and Accounting, LLC, providing tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
John G
Series 63, Series 66
O'Fallon, MO
Thrivent Investment Management
John Gray is a financial advisor at Thrivent Investment Management with 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.
Phillip K
CFP®, Series 63, Series 66
O Fallon, MO
Edward Jones
Phillip Kuhlmann is a CFP®-certified financial advisor with Edward Jones, bringing 21 years of industry experience. His career at Edward Jones spans from 2004 to the present. Outside of his advisory role, he manages a rental property in Saint Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Jacob V
Series 63, Series 66
O Fallon, MO
Edward Jones
Jacob Venetis is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 and Series 66 designations. Outside of his advisory role, Venetis is involved in real estate investing through ownership of IZZAT LLC, focusing on buying and selling investment properties as well as residential and commercial property development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Jacob W
CFP®, Series 66
Wentzville, MO
Edward Jones
Jacob Walker is a CFP® and Series 66-registered financial advisor with Edward Jones in Wentzville, MO, where he has worked since 2018. He has seven years of industry experience, including six years at Aldi prior to joining Edward Jones. Walker serves as a committee member for the Wentzville School District Scholarship Foundation, advising on the allocation of scholarship funds. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.
James W
Series 63, Series 65
St. Peters, MO
LPL Financial
James Welch is a financial advisor with LPL Financial in St. Peters, MO, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at Commerce Bank, Regions Bank, Cetera, and The Prudential Insurance Company of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.
Michelle K
Series 66
Saint Charles, MO
Edward Jones
Michelle Kozemczak is a financial advisor with Edward Jones in Saint Charles, Missouri. She holds the Series 66 designation and has 9 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.
Dustin H
Series 63, Series 66
Weldon Spring, MO
Edward Jones
Dustin Harwell is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory strategies such as discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Francis M
Series 63, Series 65
Saint Peters, MO
Wells Fargo Advisors
Francis Mundwiller is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2009 and previously worked at Morgan Stanley from 2000 to 2003. Mundwiller also co-owns Smith-Mundwiller Securities LLC, an investment-related business in St. Charles, Missouri. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions and special-needs analysis, utilizing firm research and planning tools to develop tailored client recommendations.
Jamey B
Series 63, Series 66
St Peters, MO
Edward Jones
Jamey Biegener is a financial advisor at Edward Jones with seven years of industry experience, including 18 years at DataServ, LLC prior to joining his current firm. He holds Series 63 and Series 66 designations. Outside of his advisory role, Jamey manages the Eagles soccer team for Sadida FC in St. Charles, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and operates under a fiduciary standard.
Ty K
Series 66
Saint Charles, MO
Edward Jones
Ty Klicker is a financial advisor at Edward Jones in Saint Charles, MO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at 1st Phorm and Supplement Superstores. He is also a part-time trainer at P3 in Wentzville, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of financial advisors.
James T
Series 63, Series 65
St. Charles, MO
Equitable Advisors
James Tennyson is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is the owner of Tennyson Farms and serves as a trustee authorized to make trades for his father's estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that assesses risk tolerance and matches clients with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.
Matthew M
Series 66
Wentzville, MO
Edward Jones
Matthew Mc Donnell is a financial advisor at Edward Jones in Wentzville, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he manages a townhouse rental property in Wentzville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branches and offers additional services such as trust company capabilities and securities-based lending.
Jeffrey G
Series 63, Series 65
O'Fallon, MO
Cambridge Investment Research Advisors
Jeffrey Gigax is a financial advisor with Cambridge Investment Research Advisors in O'Fallon, Missouri, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Cambridge since 2010 and has prior experience at United First and Gateway Financial Advisors. Outside of his advisory work, he is involved as an independent insurance agent and has roles in mortgage origination and real estate ventures. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through numerous Financial Professionals. The firm supports discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
466 advisors near
63366
within the area shown on the map
Out of 400,000+ nationwide